Do your projects typically follow the same steps? Tired of manually adding Checklists and Reports to every single project?
Then you’re going to love Project Templates in CompanyCam.
What are Project Templates?
Project Templates are a Premium feature that allows managers and admins to preload all the Checklists and Reports their crews will need for every project.
Project Templates speed up the process of setting up new projects by allowing you to predefine a set of documents, checklists, and reports that are commonly used across your projects.
Let’s say you use the same inspection list, installation checklist, and project recap for every job. With Project Templates, these essential documents are pre-loaded into your project, saving your production and sales teams the hassle of digging them out or adding them manually.
Plus, Project Templates are accessible both on the web and via the app, ensuring you have all the necessary info at your fingertips, regardless of where you’re setting up the project from.
How to Use Project Templates
Templates are only available on Premium. If you’re a Pro user, you just need to go to your billing page and upgrade your account.
To manage templates, go to your Account Settings and select Templates. Here you can access all of your CompanyCam templates—Reports, Checklists, and Project Templates.
For detailed steps and further information on creating and using these templates, you can visit the help center articles on Project Templates, Report Templates, and Checklist Templates.
Note: You’ll need Admin or Manager permissions to access your templates.
Pre-made Project Templates
In addition to creating your own Project Templates, CompanyCam also offers Community Checklist Templates. These are pre-made checklists tailored specifically for different trades, crafted by our trusted partner companies. This unique resource is designed to cater specifically to the needs of various industries, ensuring that you have access to the best practices as defined by experts in the field.
How It Works
Users can subscribe to these templates, which are then available to be saved directly to your projects. This means you can quickly implement industry-specific guidelines and standards, enhancing the efficiency and quality of your project management processes.
Accessing Community Checklists
To explore and subscribe to a pre-made checklist template, simply navigate to the Checklists section on CompanyCam. Here you’ll find a variety of templates sorted by industry and trade, ready for you to add to your projects with just a few clicks.
For more information on how to leverage these community resources to enhance your project setups, visit our detailed guide on using Community Checklist Templates.
Why You’ll Love Project Templates
By cutting down those annoying minutes spent clicking, tapping, and hunting through the app or on the web, keeping your projects organized with Project Templates lets you focus on what really matters — getting the job done.
These templates ensure your crews hit the ground running on every project. No more wasted time crafting custom checklists or sifting through a pile of templates to find the right one.
So, what are you waiting for? Dive in and start templating!
